Polaris Wealth Advisory Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-488
Closed -$13K 490
2018
Q3
$13K Buy
+488
New +$13K ﹤0.01% 380
2018
Q2
Sell
-488
Closed -$12K 443
2018
Q1
$12K Buy
+488
New +$12K ﹤0.01% 350